Jonathan Wiseman
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Jonathan Wiseman Email & Phone Number

Chartered Wealth Manager (Chartered FCSI) at WEALTH at work
Location: Greater Liverpool Area, United Kingdom 5 work roles 1 school
1 work email found @wealthatwork.co.uk LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@wealthatwork.co.uk
LinkedIn Profile matched
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Current company
Role
Chartered Wealth Manager (Chartered FCSI)
Location
Greater Liverpool Area, United Kingdom
Company size

Who is Jonathan Wiseman? Overview

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Quick answer

Jonathan Wiseman is listed as Chartered Wealth Manager (Chartered FCSI) at WEALTH at work, a with 174 employees, based in Greater Liverpool Area, United Kingdom. AeroLeads shows a work email signal at wealthatwork.co.uk and a matched LinkedIn profile for Jonathan Wiseman.

Jonathan Wiseman previously worked as Fund Manager at Wealth At Work and Investment Manager at Xcap Securities Ltd. Jonathan Wiseman holds Bachelor'S Degree, Economics from University Of Liverpool.

Company email context

Email format at WEALTH at work

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{first}.{last}@wealthatwork.co.uk
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AeroLeads found 1 current-domain work email signal for Jonathan Wiseman. Compare company email patterns before reaching out.

Profile bio

About Jonathan Wiseman

Jonathan Wiseman is a Chartered Wealth Manager (Chartered FCSI) at WEALTH at work. He possess expertise in investments, asset management, financial markets, portfolio management, equities and 6 more skills. Colleagues describe him as "Jonny was a rare balance of in being able to offer a detailed understanding of technical inputs on behalf of financial advisers within the realm of discretionary investment management and translate and execute them effectively"

Listed skills include Investments, Asset Management, Financial Markets, Portfolio Management, and 7 others.

Current workplace

Jonathan Wiseman's current company

Company context helps verify the profile and gives searchers a useful next step.

WEALTH at work
Wealth At Work
Chartered Wealth Manager (Chartered FCSI)
bidston, wirral, united kingdom
Employees
174
AeroLeads page
5 roles · 23 years

Jonathan Wiseman work experience

A career timeline built from the work history available for this profile.

Fund Manager

Current

Liverpool, United Kingdom

Head of collectives and responsible for managing the 'rest of world' asset classes for all portfolios, in addition to designing and managing the ethical mandate and the ETF portfolio for smaller accounts. I am also responsible for deciding the strategic blends for portfolios, as well as having global asset allocation responsibilities I manage a team of 5 Investment Analysts and Portfolio Specialists.

Jan 2012 - Present

Investment Manager

Xcap Securities Ltd

Wilmslow

May 2010 - Dec 2011
Team & coworkers

Colleagues at WEALTH at work

Other employees you can reach at wealthatwork.co.uk. View company contacts for 174 employees →

1 education record

Jonathan Wiseman education

FAQ

Frequently asked questions about Jonathan Wiseman

Quick answers generated from the profile data available on this page.

What company does Jonathan Wiseman work for?

Jonathan Wiseman works for WEALTH at work.

What is Jonathan Wiseman's role at WEALTH at work?

Jonathan Wiseman is listed as Chartered Wealth Manager (Chartered FCSI) at WEALTH at work.

What is Jonathan Wiseman's email address?

AeroLeads has found 1 work email signal at @wealthatwork.co.uk for Jonathan Wiseman at WEALTH at work.

Where is Jonathan Wiseman based?

Jonathan Wiseman is based in Greater Liverpool Area, United Kingdom while working with WEALTH at work.

What companies has Jonathan Wiseman worked for?

Jonathan Wiseman has worked for Wealth At Work, Xcap Securities Ltd, Deutsche Bank, and Tilney Investment Management.

Who are Jonathan Wiseman's colleagues at WEALTH at work?

Jonathan Wiseman's colleagues at WEALTH at work include Tom Cole, Neil De'Antiquis-Roberts, Paul Owen Ba(Hons) Dippfs, Phil Campbell, and Justin Derbyshire Bsc (Hons).

How can I contact Jonathan Wiseman?

You can use AeroLeads to view verified contact signals for Jonathan Wiseman at WEALTH at work, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Wiseman attend?

Jonathan Wiseman holds Bachelor'S Degree, Economics from University Of Liverpool.

What skills is Jonathan Wiseman known for?

Jonathan Wiseman is listed with skills including Investments, Asset Management, Financial Markets, Portfolio Management, Equities, Wealth Management, Investment Strategies, and Fixed Income.

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